The process

Organic growth is often a slow process and expanding the reach, client portfolio, products or services, talent or knowledge via acquisitions or strategic cooperation can often be a catalyst for growth.


Likewise, disposals of non-core or low performing parts of a business increase focus and generate funding for other activities and growth.

Experience & network

Significant experience from a wide range and number of transactions, both on buy-side and sell-side, from scouting, due diligence, negotiation and closings with responsibility for integrating people, products & services, clients, brands and finances.


Access to huge network and proprietary deals. Creating and nurturing relationships is key to developing and generating successful business.

The process

  • Initial discussion on strategic intent. Non Disclosure Agreements
  • Assessment of the company’s market position, industry outlook, competitive landscape and client and stakeholders’s value chain and financial modelling
  • Establish valuation ranges, including optimising value to specific acquirers or sellers
  • Discuss, develop and implement strategies that match the goals. This may cover strategic, IP, legal & tax advice, key talent retention, financials and deal terms
  • Introduce high value prospective acquirers and target potential companies for initial discussions
  • Data room management
  • Effective partnership management and advice through all phases and aspects of the resulting transaction
  • Sourcing and qualifying potential buyers or sellers with shared values
  • First assessment and analysis of deal success
  • Roadmap
  • Identifying key constraints and mitigation of issues
  • Drafting contract and involvement in legal advice
  • Negotiation & closing
  • Organisational design
  • Marketing and press support
  • Follow up and guidance on strategic objectives
Investment advisers often charge high fees and tend to focus solely on large transactions. Using BetterBoard, you will employ your own deal maker with experience and direct network within the industry.


The structure of the cost will be agreed based on the value of the transaction, time and material or can be set up as a success fee.